# Momentum Wealth Management

> Momentum Wealth Management is an SEC-registered investment advisory firm in Orem, UT, registered since 2026, with no regulatory assets under management reported in its Form ADV filing dated September 25, 2026.

- CRD: 343428
- Filed as: MOMENTUM WEALTH MANAGEMENT
- Legal name: Pesci Wealth Management LLC
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: Orem, UT
- Filing period: October 2026
- Form ADV filing dated: September 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/343428
- AdvisorCensus page: https://advisorcensus.com/firm/momentum-wealth-management-orem-ut-343428

## Quick answers

**How is Momentum Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Momentum Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Momentum Wealth Management located?**
Momentum Wealth Management's principal office is in Orem, UT, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Momentum Wealth Management registered with the SEC or a state?**
Momentum Wealth Management is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 343428.

**Does Momentum Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/343428

**What changed in Momentum Wealth Management's recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in ID, NH, NV, TX, WA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 21 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: ID, NH, NV, TX, UT, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Salt Lake City, UT

### Websites listed on Form ADV (Item 1.I)
- retiremomentum.com

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in ID, NH, NV, TX, WA.

### September 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Momentum Wealth Management (CRD 343428): Form ADV filing data as of October 2026.